Belmont Capital, LLC
Filing Date
Global Rank
#2,191
/ 7,991
▲ 76
Top Industry
Semiconductors
22.1%
3Y Alpha vs SPY
+0.6%
Period ended 12 months ago
Filed Aug 12, 2025 · 10mo
22 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+77.5%
SPY
+74.2%
Annualised alpha
+0.8%
Max drawdown
−26.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
131 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Top Position
20.5%
+1.2 pts
Top 5
64.9%
+0.7 pts
Top 10
82.8%
+2.3 pts
HHI
1,098
Diversified+54
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 47.4% | $296,326,812 |
| Communication Services | 20.8% | $130,197,013 |
| Consumer Cyclical | 11.5% | $72,230,695 |
| Healthcare | 6.4% | $40,028,474 |
| Financial Services | 6.3% | $39,404,296 |
| Unclassified | 3.9% | $24,712,627 |
| Industrials | 1.7% | $10,651,538 |
| Energy | 0.9% | $5,858,478 |
| Consumer Defensive | 0.7% | $4,411,765 |
| Real Estate | 0.1% | $757,241 |
| Utilities | 0.1% | $755,452 |
| Basic Materials | 0.1% | $316,504 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +113,893 | 811,909 | $128,273,502 | |
| APO | Apollo Global Management, Inc. | +69,715 | 162,322 | $23,028,622 | |
| MMM | 3M Co | +8,603 | 16,107 | $2,452,129 | |
| BAC | Bank Of America Corp /De/ | +4,000 | 13,514 | $639,482 | |
| AMZN | Amazon Com Inc | +3,706 | 148,330 | $32,542,118 | |
| GOOGL | Alphabet Inc. | +2,964 | 52,904 | $9,323,271 | |
| JEF | Jefferies Financial Group Inc. | +2,542 | 6,405 | $350,289 | |
| MSFT | Microsoft Corp | +2,241 | 104,568 | $52,013,168 | |
| QQQ | Invesco Qqq Trust, Series 1 | +2,195 | 3,475 | $1,916,949 | |
| PGR | Progressive Corp/Oh/ | +1,400 | 3,449 | $920,400 | |
| VICI | Vici Properties Inc. | +1,348 | 6,984 | $227,678 | |
| SPY | Spdr S&P 500 ETF Trust | +1,043 | 36,796 | $22,734,408 | |
| PLTR | Palantir Technologies Inc. | +1,030 | 141,780 | $19,327,449 | |
| CF | CF Industries Holdings, Inc. | +926 | 2,624 | $241,408 | |
| CRWD | CrowdStrike Holdings, Inc. | +900 | 1,905 | $970,235 | |
| V | Visa Inc. | +827 | 2,853 | $1,012,957 | |
| ABT | Abbott Laboratories | +701 | 4,034 | $548,664 | |
| ACN | Accenture plc | +600 | 2,014 | $601,964 | |
| MA | Mastercard Inc | +505 | 1,205 | $677,137 | |
| TSLA | Tesla, Inc. | +290 | 32,877 | $10,443,707 | |
| NOW | ServiceNow, Inc. | +250 | 1,735 | $356,743 | |
| META | Meta Platforms, Inc. | +205 | 161,092 | $118,900,394 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NOV | NOV Inc. | −134,510 | 235,081 | $2,922,056 | |
| AAPL | Apple Inc. | −97,422 | 361,936 | $74,258,409 | |
| PG | PROCTER & GAMBLE Co | −40,036 | 1,133 | $180,509 | |
| COHR | Coherent Corp. | −24,700 | 45,300 | $4,041,213 | |
| CRM | Salesforce, Inc. | −5,000 | 1,570 | $428,123 | |
| UNH | Unitedhealth Group Inc | −2,188 | 5,728 | $1,786,964 | |
| ABNB | Airbnb, Inc. | −1,501 | 5,500 | $727,870 | |
| COP | Conocophillips | −1,035 | 4,324 | $388,035 | |
| AWK | American Water Works Company, Inc. | −385 | 2,477 | $344,575 | |
| MDT | Medtronic plc | −194 | 1,664 | $145,050 | |
| No positions match the current search. | |||||
17 positions ·
$40,028,474 total
· Healthcare only
· as of Jun 30, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COR |
Cencora, Inc.
Healthcare
|
Held | 109,100 | $32,713,635 | 81.73% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 5,728 | $1,786,964 | 4.46% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Held | 2,620 | $1,003,722 | 2.51% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Held | 1,200 | $652,092 | 1.63% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 4,034 | $548,664 | 1.37% | |
| ARCT |
Arcturus Therapeutics Holdings Inc.
Healthcare
|
Held | 40,000 | $520,400 | 1.30% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 2,718 | $504,515 | 1.26% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 19,441 | $471,249 | 1.18% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Held | 3,684 | $408,445 | 1.02% | |
| NVS |
Novartis AG
Healthcare
|
Held | 3,058 | $370,048 | 0.92% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 902 | $251,847 | 0.63% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 500 | $202,730 | 0.51% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,190 | $181,772 | 0.45% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 1,877 | $148,583 | 0.37% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 1,664 | $145,050 | 0.36% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Held | 300 | $116,688 | 0.29% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Held | 30 | $2,070 | 0.01% |